美的集团第三季度 营收再破千亿元

Core Insights - Midea Group reported a total revenue of approximately 111.9 billion yuan for Q3 2025, with a year-on-year net profit increase of nearly 9% [1] - The company achieved a total revenue of 363.06 billion yuan for the first three quarters of the year, reflecting a year-on-year growth of 13.82%, and a net profit of 37.88 billion yuan, up 19.51% [1] - Midea Group is increasing shareholder returns through cash dividends and share buybacks [1] Financial Performance - Q3 revenue growth was approximately 10% year-on-year [1] - The "second engine" To B business contributed significantly to the revenue growth, with revenues from new energy and industrial technology, smart building technology, and robotics and automation reaching 30.6 billion yuan, 28.1 billion yuan, and 22.6 billion yuan respectively, with year-on-year growth rates of 21%, 25%, and 9% [1] Robotics and AI Development - Midea Group is focusing on three key areas in the humanoid robotics sector: industrial robot intelligence, home appliance robotics, and humanoid robot commercialization [2] - The company launched the first trillion-level data AI agent in the home appliance industry, "COLMO AI Butler," which integrates various advanced models and multi-dimensional perception capabilities [2] - Midea's humanoid robot "Meila" was showcased at the Berlin International Consumer Electronics Show [2] Strategic Transformation - Midea Group is also targeting energy and healthcare sectors as part of its strategic transformation [3] - The smart home business showed resilience with a 13% year-on-year revenue increase in the first three quarters [3] - Overseas OBM revenue significantly increased, accounting for over 45% of the TO C business, with Toshiba brand sales in Japan achieving the second-largest market share [3] - Midea's Thailand air conditioning factory was recognized as a "lighthouse factory" by the World Economic Forum, marking a significant achievement in supply chain resilience [3] - The company operates in over 200 countries and regions, with 38 R&D centers and 63 major manufacturing bases globally, including 22 R&D centers and 41 bases overseas [3]